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Novartis

1,180 hedge funds and large institutions have $15.2B invested in Novartis in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 353 increasing their positions, 498 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
-2
Holders Change %
-0.17%
% of All Funds
18.89%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
97
Increased
353
Reduced
498
Closed
73
Calls
$564M
Puts
$226M
Net Calls
+$338M
Net Calls Change
-$119M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
526
Anchor Investment Management
South Carolina
$725K
SWA
527
Stratos Wealth Advisors
Ohio
$723K -$4.14K -45 -0.6%
KPWS
528
Kestra Private Wealth Services
Texas
$722K +$14.8K +161 +2%
CP
529
Covenant Partners
Tennessee
$722K -$73.7K -801 -9%
WFI
530
West Family Investments
California
$721K +$8.65K +94 +1%
JWBC
531
J.W. Burns & Co
New York
$719K -$19.7K -214 -3%
BSAM
532
Blue Square Asset Management
New York
$719K +$719K +7,813 New
AIM
533
AHL Investment Management
Florida
$719K -$18.4K -200 -2%
LF
534
Lantz Financial
Illinois
$718K -$22.8K -248 -3%
VIA
535
Vident Investment Advisory
Georgia
$716K +$92K +1,000 +15%
TWC
536
TD Waterhouse Canada
Ontario, Canada
$715K -$84.7K -872 -11%
CA
537
Continuum Advisory
Idaho
$714K -$2.21K -24 -0.3%
CTC
538
Central Trust Company
Missouri
$711K +$24.8K +270 +4%
SPC
539
Sigma Planning Corp
Michigan
$711K +$118K +1,283 +20%
RBC
540
Romano Brothers & Co
Illinois
$702K -$15.6K -170 -2%
OFG
541
OmniStar Financial Group
North Carolina
$702K -$34K -370 -5%
VA
542
Valmark Advisers
Ohio
$700K +$16.1K +175 +2%
CG
543
Colony Group
Massachusetts
$697K -$131K -1,422 -16%
ARG
544
Advisory Resource Group
Oklahoma
$697K +$44.1K +479 +7%
HH
545
Hilltop Holdings
Texas
$695K +$26K +283 +4%
EFS
546
Essex Financial Services
Connecticut
$690K +$8.46K +92 +1%
HI
547
Harbour Investments
Wisconsin
$688K +$38.6K +419 +6%
BSB
548
Bangor Savings Bank
Maine
$685K -$83.5K -908 -11%
TIM
549
Thornburg Investment Management
New Mexico
$682K +$114K +1,240 +20%
CHP
550
Cable Hill Partners
Oregon
$682K -$313K -3,403 -31%